American Century Heritage A (ATHAX)
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American Century Heritage A
Kansas City, MO 64111
4500 Main Street
American Century Mutual Funds, Inc.
8165315575
Management Information
,Lead Manager since February 15, 2018
Robert M. Brookby, Vice President and Senior Portfolio Manager, has been a member of the team that manages the fund since joining American Century Investments in 2018. From 2008 to 2018, he was a portfolio manager for Putnam Investments. He was Senior Vice President and Portfolio Manager at Putnam Investments. Robert’s career in the investment industry began in 1999. He worked with Putnam Investments since 2008. Before joining Putnam, Robert was an Equity Analyst with Raymond James Financial from 1999 to 2000.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Growth
Fund FamilyAmerican Century Investments
Net Assets5.63B
YTD Return6.58%
Yield0.00%
Morningstar Rating★★★
Inception DateFeb 28, 2022
Fund Operations
Last Dividend0.10
Last Cap Gain11.00
Holdings Turnover51.00%
Average for CategoryN/A
Fees & Expenses
ExpenseATHAXCategory Average
Annual Report Expense Ratio (net)0.00%1.09%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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